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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2 years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $14 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,151 | $89,355+14.3% | $141,162-27.6% | $72,985+40.0% |
| Participation rate | 44.2% | 75.1%-31.0pp | 82.5%-38.3pp | 69.5%-25.3pp |
| Annual return | 20.41% | 111.85%-91.4pp | 71.39%-51.0pp | 81.00%-60.6pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,150 | $5,418-41.9% | $6,709-53.1% | $3,607-12.7% |
| Admin fee / account holder | $76 | $5,958-98.7% | $10,261-99.3% | $5,124-98.5% |